Nvidia's AI Dominance Challenged: Cerebras CEO Feldman at Davos 2026

• Cerebras CEO Andrew Feldman states at Davos 2026 that Nvidia's long-held dominance in AI, particularly with GPUs, is being challenged.
• Feldman cites Nvidia's reported $20 billion acquisition of Groq as evidence that GPUs alone are not sufficient for all AI needs.
• He highlights Google's Gemini model being trained on TPUs without Nvidia hardware as a significant industry shift.
• The market is rapidly moving towards 'fast inference,' where AI is deployed in real-world applications, a key focus for Cerebras.
• Feldman dismisses concerns of an 'AI bubble,' viewing current growth as the diffusion of new technology across the economy.

Why It Matters: Nvidia's AI supremacy is being questioned as new technologies and approaches emerge, shifting focus to fast inference.